Our Story

The birth of Wise Funds evolved when many corporates started having a product centric approach to meet organisational goals rather than having a client centric approach to meet client financial goals. The journey of financial planning & investment advisory services at Wise Funds started when two like minded, senior, qualified, experienced wealth manager Ajay Kumar Yadav & Charu Pahuja thought to render Financial Planning Services across the country by leveraging technology platforms & setting up high standards of practicing financial planning. The objective was not only to grow the balance sheet of the company but also to spread right financial planning among people as social responsibility. Our mission is to be a reliable partner with each customer and help them in reaching their financial goals by giving unbiased financial advice.

We create a highly personalized financial plan to ensure client Financial goals are met considering his/ her risk profile. We deliver comprehensive insights and relevant expertise as we provide sophisticated investment strategies that match clients' most intricate goals and needs. To ensure every customer is being serviced well a robust system & process has been created with a benchmark that no customer left unsatisfied.

With the help of a competent & skilled advisory team, robust technology platform & great infrastructure Wise Funds is serving clients globally. Management at Wise Funds never wanted to restrict serving clients due to geographical barriers, hence on a regular basis technology advancement has been done to serve clients globally.